Creative Planning’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Creative Planning’s Portfolio GOEX Stock Details GOEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-543	Closed	-$12K	–	2628
2017 Q2	$12K	Buy	543 +25	+5%	+$561	﹤0.01%	3511
2017 Q1	$12K	Buy	518 +6	+1%	+$145	﹤0.01%	3470
2016 Q4	$11K	Buy	512 +12	+2%	+$371	﹤0.01%	3482
2016 Q3	$19K	Hold	500	–	–	﹤0.01%	3088
2016 Q2	$20K	Sell	500 -500	-50%	-$16.4K	﹤0.01%	2800
2016 Q1	$23K	Sell	1,000 -1,000	-50%	-$19.8K	﹤0.01%	2646
2015 Q4	$33K	Buy	+2,000	New	+$38K	﹤0.01%	2444
2013 Q4	–	Sell	-686	Closed	-$18K	–	3371
2013 Q3	$18K	Buy	+686	New	+$20.7K	﹤0.01%	2157

Other funds holding GOEX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Creative Planning's GOEX Position: Q3 2017 in Review

Creative Planning sold out of Global X Gold Explorers ETF NEW (GOEX) in Q3 2017, closing a stake of 543 shares — an estimated $12K sold.

Creative Planning first reported a position in GOEX in Q3 2013 and held it in 8 quarters. The position peaked at $33K in Q4 2015. 11 funds tracked by Wall St. Rank hold GOEX as of Q3 2017.

Creative Planning reported no remaining Global X Gold Explorers ETF NEW position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 543 Global X Gold Explorers ETF NEW shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in Global X Gold Explorers ETF NEW in Q3 2013 and held it in 8 quarters.
Creative Planning's Global X Gold Explorers ETF NEW position peaked at $33K in Q4 2015.
11 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.